Views: lists, board and calendar

Conversa Labs

Conversa Labs

Last updated on Jun 27, 2026

Overview

Tasks can be seen in three ways, and you switch between them at any time:

  • List: a dense table, ideal for reviewing many tasks, sorting and applying bulk actions.
  • Board (kanban): columns by status (backlog, to do, in progress, in review, done, cancelled). Drag cards between columns to move work forward.
  • Calendar: tasks placed by their due date, great for seeing the load per day/week and avoiding deadline pile-ups.

Every view shows the same data β€” only the way you read and operate it changes.

Prerequisites

  • The Tasks module enabled for the account (see the Tasks overview).
  • At least one list and a few tasks created so the views have content.

Step by step

  1. Open Tasks from the sidebar.
  2. Use the view switcher to choose between list, board and calendar.
  3. On the board, drag a card to another column to change the task's status.
  4. On the calendar, find the task by its due date; reschedule by adjusting the deadline.
  5. On the list, select multiple tasks to apply bulk actions (change status, assignee, label, and so on).
  6. Use filters to focus on what matters (by assignee, status, priority, list, due date).

Settings & options

  • View switcher: toggles list / board / calendar without losing the filters you applied.
  • Filters: combine assignee, status, priority, list, labels and due date.
  • Bulk actions: in the list view, act on several tasks at once.
  • Card indicators: priority, due date, checklist counters, attachments and the blocked and SLA badges appear right on the cards.

Use cases

  • Board for the team's daily stand-up: see what's in progress and what's stuck.
  • Calendar to plan the week and balance the deadline load.
  • List for periodic clean-ups: filter overdue and reassign in bulk.

Tips, limits & best practices

  • Keep the board lean: done/cancelled tasks leave the focus of those doing the work.
  • On the calendar, set realistic due dates to avoid overloading a single day.
  • Filters are your allies β€” reuse the filter combinations you rely on every day.
  • Cards with a blocked badge depend on another task: clear the blocker before chasing progress.

Troubleshooting

  • A task doesn't show on the calendar: it probably has no due date.
  • The board is missing a column: an active filter may be hiding that status.
  • I can't find a task: check whether it's archived or hidden by a filter.

See also